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AIP

Ahrens Investment Partners Portfolio holdings

AUM $202M
1-Year Est. Return 3.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$8.75M
3
+$6.58M
4
OUSA icon
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
+$6.39M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$5.4M

Top Sells

1
+$4.47M
2
+$1.8M
3
+$1.42M
4
BUI icon
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
+$1.18M
5
MHD icon
BlackRock MuniHoldings Fund
MHD
+$1.02M

Sector Composition

1 Energy 13.2%
2 Technology 5.43%
3 Financials 4.23%
4 Consumer Discretionary 4.12%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
200
952
$2K ﹤0.01%
67
953
$2K ﹤0.01%
3
954
$2K ﹤0.01%
21
955
$2K ﹤0.01%
119
956
$2K ﹤0.01%
25
957
$2K ﹤0.01%
11
958
$2K ﹤0.01%
162
-3
959
$2K ﹤0.01%
200
960
$2K ﹤0.01%
1,040
961
$2K ﹤0.01%
200
+50
962
$2K ﹤0.01%
1,000
963
$2K ﹤0.01%
671
964
$2K ﹤0.01%
71
+1
965
$1K ﹤0.01%
16
966
$1K ﹤0.01%
61
967
$1K ﹤0.01%
30
968
$1K ﹤0.01%
200
969
$1K ﹤0.01%
3
970
$1K ﹤0.01%
14
971
$1K ﹤0.01%
10
972
$1K ﹤0.01%
5
973
$1K ﹤0.01%
3
974
$1K ﹤0.01%
7
975
$1K ﹤0.01%
17
37 38
39
40 41